Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$191K Buy
2025
Q2
$172K Sell
2025
Q1
$169K Buy
2024
Q4
$130K Sell
2024
Q3
$143K Buy
2024
Q2
$130K Buy
2024
Q1
$140K Buy
2023
Q4
$37.2K Buy
2023
Q3
Sell
2023
Q2
$335K Hold
2023
Q1
$312K Sell
2022
Q4
$348K Buy
2022
Q3
$307K Buy
2022
Q2
$301K Buy
2022
Q1
$328K Sell
2021
Q4
$519K Buy